ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $214,438 | +2282.6% | 2,948 | +2133.3% | 0.03% | +2700.0% |
| Q3 2022 | $9,000 | -82.4% | 132 | -82.0% | 0.00% | -87.5% |
| Q2 2022 | $51,000 | +5000.0% | 732 | +6554.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 11 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -90.0% | 11 | -92.7% | 0.00% | -100.0% |
| Q4 2020 | $10,000 | -76.7% | 150 | -81.4% | 0.00% | -78.9% |
| Q4 2017 | $43,000 | +4.9% | 808 | 0.0% | 0.02% | -5.0% |
| Q3 2017 | $41,000 | +2.5% | 808 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $40,000 | – | 808 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 1,466,931 | $86,256,000 | 55.63% |
| Tolleson Wealth Management, Inc. | 1,110,531 | $65,299,000 | 45.18% |
| Legacy Financial Advisors, Inc. | 1,817,291 | $106,857,000 | 36.20% |
| DOW CHEMICAL CO /DE/ | 4,027,402 | $236,811,000 | 35.76% |
| Personal Wealth Partners | 838,599 | $51,881,000 | 27.56% |
| Lee Financial Group Hawaii, Inc. | 494,217 | $29,060,000 | 27.05% |
| Financial Advisors, LLC | 612,063 | $35,989,000 | 24.58% |
| ARS Wealth Advisors, LLC | 1,023,883 | $60,204,000 | 19.23% |
| VisionPoint Advisory Group, LLC | 1,160,256 | $68,223,000 | 19.17% |
| Mascoma Wealth Management LLC | 438,092 | $25,760,000 | 17.28% |